Baseline a project schedule

jradzikinas94226

n Microsoft Project you could 'baseline' your plan and then track against it with the ability to view both baseline and current plan on the Gantt.

I cannot see the same capability in Smartsheets.

Does anyone know how you would do this?  I have seen some of the community posts for some workaround ideas but do not see any functionality in Smartsheet. 

Paul Newcome

There is a video out there somewhere (I will see if I can find it and get it on here for you) that basically describes a process where you create your project sheet with the initial dates/dependencies/durations/etc. to include a column that has some sort of row id such as an auto-number type column.

 

You would then "Save as new..." and rename it as "Baseline - Project Name" or something to that effect.

 

Then you create a report and reference both sheets. Columns would include Task, Date columns, Sheet Name, and row id.

 

Sort by the row id and you will have each task basically repeated twice. One row would be the Main Project Sheet and the next row would be the Baseline Project Sheet (or vice versa depending on the actual sheet names). This pattern would follow on down the report for every row. Duplicating each task by pulling it once from each sheet.

 

You can then show the Gantt chart, and the date bars will be one above the other for each task for Baseline vs Actual.

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That is pretty much the only way I have been able to find showing both on the same Gantt chart.

jradzikinas94226

Paul,  Thanks very much!  I appreciate it!  Regards, John

Paul Newcome

Happy to help! 

kDavid

Hi @Paul - were you able to find that video?  It sure would be handy to see.

Thanks!

- David

Paul Newcome

HERE is the video. It is close to the 20 minute mark when they start getting into baselining.

Chris Egge

FWIW... Unfortunately, it looks like (no baseline Intel at the 20min mark) the above linked video has been replaced by a more updated Webinar.

Thanks for the description above Paul, straightforward and works as described for me!

Chris

Paul Newcome

Sorry about the video link, but I'm glad my description was clear enough for you to use.

Happy to help! 👍️

ALAIN-STEPHANE

Hi all ,

Find below the link of the youtube video @Paul Newcome is talking about . It Is explained how to create a project baseline report.

https://m.youtube.com/watch?v=sInIFl6iO0k&t=6s

Good luck.

Rick Seiden

@ALAIN-STEPHANE , Do yo have any suggestions about baselining a project in Smartsheets? Thanks!!😀

VanessaB

Such a brilliant but simple solution. Thank you!